What Metrics Chartered Professional Accounting does

Metrics Chartered Professional Accounting Inc. is a Canadian chartered professional accounting firm founded in 2016 and headquartered in Victoria, British Columbia. The firm specializes in cryptocurrency and digital asset tax, accounting, assurance, and financial strategy services for individual crypto investors, Web3 founders, and Canadian-listed crypto companies. Its core service portfolio spans cryptocurrency cost basis and profit/loss calculations across exchanges, DeFi protocols, mining, lending, and staking; individual (T1) and corporate (T2) income tax preparation; tax planning including corporate restructuring and S85 rollovers; CRA representation and voluntary disclosures; digital asset accounting systems; SR&ED program applications; and Web3 Finance advisory including IFRS management financial statements for listed entities. Underlying technology is a paperless cloud-based stack using Google Drive for secure file sharing, Stripe for payment processing, and Rotessa for pre-authorized debit, layered on top of specialized crypto accounting workflows rather than proprietary software products.

The firm is led by Founding Partners Regan McGrath (CEO) and Kyle Mackenzie (Chief Crypto Officer), with additional Partners Sean Annable and Rajin Allen, plus a team of senior managers, managers, and junior associates including CPA articling students. Revenue is generated through professional services fees on an engagement-by-engagement basis, with pricing set after a free discovery call, client data upload, and a high/low estimate process. The go-to-market is sales-led and direct, relying on content marketing via the firm's blog, CPA association speaking engagements, community events (Futurist Conference, Blockchain North), partner referrals, and Google Reviews. Customer acquisition is concentrated in the Canadian crypto and blockchain community, with named partners/clients including Tensor, DCIBL, Cryptio, Xero, CoinTracking, Canada Blockchain Consortium, and Blockchain North, and service coverage extends across all Canadian provinces and territories.

The firm holds no external institutional funding and operates as a bootstrapped professional services partnership. Its competitive differentiation rests on first-mover specialization in Canadian crypto taxation since 2016, a crypto-native CPA team, integration partnerships with Xero/Cryptio/CoinTracking, active engagement with CPA Canada and CRA on digital asset policy, and its CPA pre-approved training office status which builds a pipeline of crypto-trained junior CPAs.

Name

Metrics Chartered Professional Accounting

Legal name

Metrics Chartered Professional Accounting Inc.

Website

https://getmetrics.ca

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Metrics Chartered Professional Accounting is a Victoria-based Canadian CPA firm founded in 2016 that provides cryptocurrency and digital asset tax, accounting, assurance, and financial strategy services to individual crypto investors, Web3 founders, and listed crypto companies across Canada.

Ownership category

akta.pro rank

Product category

Cryptocurrency and Digital Asset Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Cryptocurrency tax services
• Digital asset accounting
• Crypto tax planning
• Corporate tax compliance
• Web3 finance advisory

Headquarters

HQ city

Victoria

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting and Tax Services: Fees charged for cryptocurrency calculations, income tax preparation and filing, tax planning, web3 finance advisory, review and audit advisory, digital asset accounting systems, and SR&ED program applications. Services are provided to both individual and corporate clients in Canada.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Metrics Chartered Professional Accounting is a Canadian CPA firm that provides specialized cryptocurrency and digital asset tax preparation, accounting and compliance services. Its core work includes determining crypto cost basis and profit/loss across exchanges, DeFi protocols, mining, lending and staking, alongside individual (T1) and corporate (T2/T3) income tax preparation, tax planning with S85 rollovers and corporate restructuring, Web3 finance and virtual CFO advisory, CRA review/audit representation, and SR&ED program applications. It serves individual investors, Web3 founders and startups, and publicly listed Canadian companies across all provinces and territories.

Product overview

Metrics Chartered Professional Accounting is a professional services firm (CPA firm) offering a unified suite of accounting, tax preparation, and advisory services centered on digital asset expertise. The core portfolio consists of cryptocurrency tax calculations, income tax preparation (T1/T2/T3), tax planning, Web3 finance advisory, review and audit advisory, digital asset accounting systems, and SR&ED program applications. These services are complemented by financial modeling, investment fundraising advisory, client education programs, and foreign reporting compliance. The firm's differentiation lies in its specialized focus on blockchain and cryptocurrency taxation and accounting since 2016, serving clients across Canada including founders, high-net-worth crypto investors, and publicly traded companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Cryptocurrency Calculations Determines the cost basis of crypto assets and calculates profit/loss across exchanges, DeFi protocols, mining, lending and staking for individual and corporate Canadian clients.
• Income Tax Preparation Preparation and filing of Individual (T1) or Corporate (T2) Income Tax Returns, including Trust returns (T3), GST/HST reporting, and Information Slips (T4, T4E, T5) for individual and corporate Canadian clients.
• Tax Planning Develops tax-efficient strategies including corporate restructuring, S85 rollovers, and identification of tax planning opportunities such as capital gains vs business income classification for crypto and non-crypto clients.
• Web3 Finance Advises finance teams of blockchain and cryptocurrency companies to help them scale and grow, including IFRS management financial statements for listed entities and virtual CFO support.
• Review & Audit Advisory CRA representation and advisory in the event of a review or audit, including voluntary disclosures for individual and corporate clients with cryptocurrency and digital asset activity.
• Digital Asset Accounting Systems Simplifies crypto accounting and compliance through new processes, including reconciliation of cryptocurrency wallets and exchange accounts for individual and corporate clients.
• SR&ED Program Applications Acts as SR&ED representative, files tax credits, and captures government funding for innovation on behalf of Canadian clients.
• Financial Modeling and Data Visualization Creates organization-specific dashboards and financial models for decision-making, forecasting, and cap table management for crypto, blockchain and growth-stage clients.
• Investment Fundraising Advisory Assists crypto and blockchain clients with investment fundraising, including support for venture capital financings, token launches and traditional lending institution engagements.
• Foreign Reporting Services Assistance with foreign reporting including Form T1135 (Foreign Income Verification Statement) for cryptocurrency holdings and other specified foreign property of individual and corporate clients.

Quantifiable outcome

• CRA penalties avoided through proper crypto tax compliance and filing
• +1 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Ten partnerships are on record, tiered minor and core.

• TensorminorOthersTensor (tensor.trade) is listed as a partner/client on Metrics' website. Tensor is a crypto-related platform whose logo appears in the 'Meet our friends, partners and clients' section.
• DCIBLminorOthersDCIBL (dcibl.com) is listed as a partner/client on Metrics' website. Logo appears in the 'Meet our friends, partners and clients' section.
• IntegralminorOthersIntegral (integral.xyz) is listed as a partner/client on Metrics' website. Logo appears in the 'Meet our friends, partners and clients' section.
• XerocoreTechnology or IntegrationXero (xero.com) is listed as a partner on Metrics' website, indicating an integration partnership for accounting software. Xero is a cloud-based accounting platform used by the firm for client bookkeeping and accounting services.
• Canada Blockchain Consortium (CBC)minorOthersCanada Blockchain Consortium (canadablockchain.ca) is listed as a partner/client on Metrics' website. CBC is a Canadian blockchain industry association.
• Futurist ConferenceminorOthersFuturist Conference (futuristconference.com) is listed as a partner/client on Metrics' website. Logo appears in the 'Meet our friends, partners and clients' section, suggesting event sponsorship or community partnership.
• Blockchain NorthminorOthersBlockchain North (blockchainnorth.ca) is listed as a partner/client on Metrics' website. Blockchain North is a Canadian blockchain industry organization.
• AllelesminorOthersAlleles (alleles.ca) is listed as a partner/client on Metrics' website. Logo appears in the 'Meet our friends, partners and clients' section.
• Suite GeniusminorOthersSuite Genius (suite-genius.com) is listed as a partner/client on Metrics' website. Logo appears in the 'Meet our friends, partners and clients' section.
• Jeremy KoreskiminorOthersJeremy Koreski (jeremykoreski.com) is listed as a partner/client on Metrics' website. Logo appears in the 'Meet our friends, partners and clients' section.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• TaxBit: Larger crypto tax and accounting infrastructure provider serving enterprises, exchanges, and consumers globally. Comparable on tax calculation and compliance but operates at greater scale and as a regulated technology platform rather than a CPA firm.
• EY Canada: Big 4 firm with global crypto and digital-asset tax/advisory capabilities, including the EY Blockchain Analyzer suite. Overlaps with Metrics on crypto tax compliance, financial reporting, and audit advisory for crypto-native companies.
• Deloitte Canada: Big 4 firm with an established Canadian digital-asset tax and assurance practice. Competes with Metrics for listed-entity crypto clients and large Web3 engagements, while also representing the primary pricing-power threat on enterprise mandates.
• PwC Canada: Big 4 firm with a Canadian crypto and digital assets practice covering tax, assurance and advisory. Comparable on listed-entity crypto work and competes with Metrics for institutional-grade engagements.
• KPMG Canada: Big 4 firm with a dedicated crypto/digital-asset practice serving Canadian listed entities and Web3 companies. Directly comparable to Metrics on listed-entity IFRS, audit support, and crypto tax planning at the upper end of the market.

Direct peers

• Bitwave: Digital asset accounting and ERP integration platform built for crypto businesses. Comparable to Metrics' Web3 Finance and Digital Asset Accounting Systems offerings, but sold as enterprise SaaS rather than professional services.
• TokenTax: US-based crypto tax preparation and accounting service focused on individual traders and crypto businesses. Directly comparable to Metrics as a crypto-specialist tax/accounting practice, though operating at larger scale and serving US filers.
• CoinTracker: Crypto portfolio tracking and tax reporting platform with professional/firm partnerships. Overlaps with Metrics on cost-basis calculation, tax-loss harvesting, and integration with crypto exchanges and wallets — and increasingly competes for the same crypto-aware client base.
• ZenLedger: Crypto tax calculation and accounting platform used by both individuals and CPA firms. Directly comparable service offering (cost basis, gain/loss, integrations) and competes for the same Web3 founder and crypto-investor segments that Metrics targets.

Emerging players

• Lukka: Crypto-native data, accounting and valuation software used by funds, enterprises, and accounting firms. Comparable to Metrics' Digital Asset Accounting Systems and listed-entity work, but sold as software infrastructure rather than CPA services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/MetricsCharteredAccounting
• LinkedInlinkedin.com/company/metrics-chartered-professional-accounting
• Instagraminstagram.com/getmetrics

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Metrics Chartered Professional Accounting